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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldi Inc | Hinckley | OH | 06/2014 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2016 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | 01/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Boardman | OH | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Boardman | OH | 01/2026 | Present |
(1)Name of Business: Address: 3698 Polo Blvd, Poland, OH, 44514, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Address: 8286 South Ave Bldg A, Boardman, OH, 44512, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/06/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: OBA for independent non-variable insurance business paid directly to me. This OBA will be for non-variable fixed annuity and life insurance. (3)Name of Business: AGST Capital Group, LLC Address: 3698 Polo Blvd, Poland, OH, 44514, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner/partner with my wife, AGST is a real estate investment and holding company. The company will engage in acquisition, rehabilitation, leasing and management of residential real estate assets. (4)Name of Business: Scarlet Skyline Wealth Management, LLC Address: 3698 Polo Blvd, Poland, OH, 44514, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC formed to run payroll through to pay my assistant. I receive no compensation through the LLC and the only activities tied to the LLC is solely payroll. (5)Name of Business: WRS Wealth Advisors Address: 8286 South Ave Bldg A, Boardman, OH, 43004, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA\n\nRole/title: Investment advisor representative, advisor, financial planner (other), agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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